April 16, 2019
How to Choose the Right Charity for Estate Planning Gifts
As you prepare your estate plan, you may be considering making a gift to a charity. This is an excellent way to leave a legacy with your resources, but there…
Estate Planning Blog Articles
Expert Tips, Strategies, and Legal Guidance
Expert Blog Articles to Help You Protect What Matters Most
Our blog features in-depth articles written by the Shoup Legal team to help you make informed decisions about estate planning, trust administration, probate, and Medi-Cal benefits planning. From understanding the latest California laws to exploring strategies that safeguard your family’s future, each article is designed to give you practical, trustworthy guidance. Whether you live in Temecula, Murrieta, Corona, Escondido, San Diego, Palm Desert, or La Quinta, you’ll find resources tailored to your needs and local community.
March 18, 2019
Estate Planning Considerations for Non-US Citizen Family Members
Immigration laws and policy in the US are in the news almost daily, and with a diverse, multi-cultural population there are many families that have non-US citizen spouses or children….
March 11, 2019
Verifying Your Intentions: Why an Estate Planning Attorney is Needed to Make Sure Your Wishes are Carried Out
Most people who are thinking about making a will or trust assume that they only thing that an estate planning attorney does is draft the documents. But, this is far…
February 19, 2019
What is the Difference Between Estate Planning and Financial Planning?
It is easy to confuse the two distinct fields of estate planning and financial planning, especially since they do relate to each other and seem similar in some respects. It…
February 12, 2019
What is the Effect of Marital Separation on Your Estate Plan?
It is generally understood that when couples divorce they will also be changing their estate plan to reflect the divorce, as well as to accommodate new spouses or children. However,…
January 15, 2019
Estate Planning New Year’s Resolutions 2019
As the new year begins it is natural to make a few resolutions in areas of life that need attention, such as health, finances and family. Fortunately, there is one…
January 8, 2019
Estate Planning Tips: Offshore Assets and Foreign Residence
It is becoming more popular for American citizens to either reside or have assets in foreign countries, which means they are subject to the laws of another jurisdiction when it…
December 11, 2018
Estate Planning, Foster Care and Adoption: What You Need to Know
It is very common for couples to adopt or foster children, even if they have their own biological children already. The question does come up of their legal status for…
November 19, 2018
“Giving Tuesday 2018”: How to Participate with Your Estate Plan
November 27, 2018 is “Giving Tuesday”, a national charitable giving event in the US that kicks off the holiday season. It is designed to raise awareness of the importance of…
October 21, 2018
Privacy vs. Transparency: Should You Tell Your Heirs the Contents of Your Estate Plan?
One of the questions that many people have when preparing an estate plan is whether their heirs need to know about the contents. The answer to this question will depend…
October 16, 2018
What is Probate and How Much Does it Cost?
You have probably heard a lot about avoiding probate, and using other estate planning tools instead of a will. There are some very good reasons to keep your estate assets…
September 18, 2018
Helping Priscilla and Brad Achieve Peace of Mind
Recently we met with Priscilla and Brad, to help them create an estate plan for their family. You could describe them as a typical, middle class working family. Priscilla owns…
Ready to Avoid Probate?
Here’s How…
Start by watching our Estate Planning Workshop — a comprehensive, recorded session available for download 24/7. Learn the essentials of estate planning from the comfort of your home, at your own pace.
This workshop will answer many common questions, but if you’d prefer personalized guidance, we’re always here to help. Feel free to contact us to schedule an appointment.
Topics covered:
- Wills and Trusts
- Probate
- Powers of Attorney
- Advanced Medical Directives